Life
Portfolio Distribution
ETFs
32.73%
- XEQT Moderate Gain
- VEQT Moderate Gain
Tech
31.82%
- GOOG Significant Gain
- CRWD Significant Gain
- AMD Moderate Gain
- UBER Moderate Gain
- AMZN Minor Gain
- NVDA Minor Gain
- META Minor Loss
- MSFT Minor Loss
Gold
16.67%
- XGD Significant Gain
Grocery
16.32%
- WMT Significant Gain
- COST Minor Loss
Energy
2.34%
- SU Significant Gain
Health
0.11%
- PFE Minor Loss
Philosophy & Strategy
- Diversify: Always.
- Source: 30% from my TA and Amazon income.
- US Stocks: No direct US stock purchases to avoid dividend tax and commission fees. Use CAD Hedged CDRs. Questrade if US stocks are necessary.
- Where: ETFs when no research, Blue chips when market low. Others when good info.
- Do not sell: Could have made more on AMD and Intel if didn't.
Plans Next
- Bitcoin: Establish position through ETFs (probably FBTC).
- IPO: Monitor Canva for potential public offering.
- Consistency: Continue executing existing strategy.
- Gold: Get gold to 20% of the portfolio.
- Cloud: Maintain and expand cloud computing investments.
Ticker Glossary
XEQT iShares Core Equity ETF
VEQT Vanguard All-Equity ETF
XIC iShares Core S&P/TSX Index
FBTC Fidelity Bitcoin ETF
VFV Vanguard S&P 500 Index
XGD iShares Global Gold Index
AMD Advanced Micro Devices
GOOG Alphabet Inc.
AMZN Amazon.com Inc.
META Meta Platforms Inc.
NVDA NVIDIA Corporation
UBER Uber Technologies
MSFT Microsoft Corporation
CRWD CrowdStrike Holdings
WMT Walmart Inc.
COST Costco Wholesale Corp
SU Suncor Energy Inc.
PFE Pfizer Inc.